Customers & CRM

How to Export Contacts for Marketing or Backup

Download your contact list from Local Business Pro as CSV or Excel for marketing campaigns or backup.

beginner 4 min read export contacts backup marketing
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Quick Answer: Go to Operations > Contacts, click the three-dot menu, select 'Export Contact List', choose your fields and format, then download the file.

Step-by-Step Export

  1. Navigate to Operations > Contacts
  2. Optionally apply filters to export only specific contacts
  3. Click the three-dot menu (⋮) in the header
  4. Select Export Contact List
  5. Choose which fields to include in the export
  6. Select file format (CSV or Excel)
  7. Click Export
  8. The file downloads to your computer

Export Uses

  • Email marketing: Import into Mailchimp, Constant Contact, etc.
  • Direct mail: Send to printing service for postcards
  • Backup: Keep a copy of your customer data
  • Analysis: Open in Excel for reporting
  • CRM migration: Move to another system if needed

Exporting Filtered Lists

Apply filters before exporting to get targeted lists:

  • Filter by city for local marketing campaigns
  • Filter by contact type for new customer offers
  • Filter by last contact date for reactivation campaigns

Frequently Asked Questions

Q: Does the export include conversation history?
A: The export includes contact information. Conversation transcripts are viewed within the app.

Q: How often should I back up my contacts?
A: Monthly exports are a good practice for peace of mind.